+953.3%
ASX vs LYB
+48.3%
+905.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.7% |
| 7D | +5.2% | +0.3% | +5.0% | +5.2% |
| 30D | +0.5% | +2.5% | -2.0% | -0.4% |
| 3M | +8.3% | +1.4% | +7.0% | +7.0% |
| 6M | +82.0% | -3.5% | +85.5% | +78.5% |
| YTD | +147.6% | +52.0% | +95.6% | +104.0% |
| 1Y | +258.8% | +22.1% | +236.8% | +218.0% |
| 3Y | +452.1% | -22.8% | +474.8% | +468.7% |
| 5Y | +441.7% | -3.4% | +445.1% | +410.0% |
| All | +953.3% | +48.3% | +905.0% | +706.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LYB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling